ISRGIntuitive Surgical

$452.30+4.1% 1Y

The financials

Intuitive Surgical by the numbers

Intuitive Surgical (ISRG) reported revenue of $3.05B in Q3 2026 (quarter ended Sep 30, 2026), up 22% from the same quarter a year earlier. That came with a gross margin of 68% and net income of $523M (17% of revenue). For the full year FY2025, revenue was $10.1B (+21% year on year) and net income $2.86B. Its largest product in Q2 2026 (quarter ended Jun 30, 2026) was Instrumentsand Accessories at $1.18B, 49% of the disclosed total, well ahead of Service at 20%. The next results filing is expected around Jan 21, 2027, the same week as a year ago.

Intuitive Surgical income statement, Q3 2026 against the same quarter a year earlier
Income statementQ3 2026Q3 2025Change
Revenue$3.05B$2.51B+22%
Gross profit$2.08B$1.66B+25%
Operating income$593M$760M−22%
Net income$523M$704M−26%
Diluted EPS$1.49$1.95−24%
Revenue by product, Q2 2026 (quarter ended Jun 30, 2026), as reported to the SEC · segment disclosure runs one filing behind the income statement
ProductRevenueShare
Instrumentsand Accessories$1.18B49%
Service$472M20%
Systems$442M18%
Services$311M13%

Business segments

Revenue split by product segment, from SEC XBRL filings.

Latest period: Q2 2026Total $2.41B (+8.5%)
Systems grew +25% year on yearInstruments and Accessories +16% year on year
  • Instruments and Accessories$1.18Bquarter on quarter +5.2%year on year +16%
  • Service$472.4Mquarter on quarter +8.9%year on year +21%
  • Systems$442.1Mquarter on quarter +16%year on year +25%
  • Services$310.7Mquarter on quarter +10%year on year +20%
Segment sum = 83% of reported consolidated revenue (partial disaggregation) · Latest source: 10-Q filed Jul 21, 2026, SEC EDGAR
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